Assigning Offboarding Checklists
Assigning an Offboarding Checklist is seamlessly integrated with the action of terminating an employee.
To assign an Offboarding Checklist:
- Navigate to the "Employees" list.
- Locate the employee who should be terminated - and assigned an Offboarding Checklist - hover over their action wheel, and select "Terminate."
- Enter the termination date and select a reason.
- Select an Offboarding Checklist from the available options.
- Select "Terminate."
- The employee will now display in the "Terminated" status.
- The employee will also be listed under the "Checklists" section of the "To Do" list on the home page
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